Marketing Solutions

Introduction Target Assets Agent Advantages Sales Scripts		"Catalyst is the solution for many of the questions raised in today's marketplace." Catalyst was designed to target a specific market segment. To identify prospects, review your book of business and select those clients who: >> Are retirees or pre-retirees between the ages of 55 and 75; >> Have adequate income sources besides existing and investable assests of $100,000 or more; >> Expect to leave the bulk of their assets to heirs. Catalyst may be perfect when your clients want to: >> Maximize a legacy. With a death benefit that is income-tax-free (and may be estate-tax-free under certain circumstances), Catalyst can help clients leave more of their assets to children or a favorite charity. >> Pay estate tax obligations. Catalyst's life insurance policy's death benefit provides liquidity to help heirs settle estate taxes(if they exist), pay deferred income tax on IRA or 401(k) balances, or meet other financial needs. >> Protect a retirement lifestyle. The long term care insurance coverage that can be built into the Catalyst strategy can give your clients confidence that a long term health crisis won't force them to consume their children's legacy or impoverish themselves.

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